10/25/2018
UBS's David Ellis Named to Forbes List of Top Wealth Advisors
Recognized for the third straight year as a national leader in financial services
Wealth and Asset Management
10/25/2018
Raymond James Adds Hundreds of Financial Advisors
The group’s net revenue has reached a new record of $1.31 billion, which is 2% higher than the previous quarter and 12% higher than last year, Raymond James says.
10/24/2018
L&C launches dedicated wealth management service for Americans in France
“Americans living and working in France, particularly High Net Worth Individuals, are facing an increasingly complex tangle of regulatory and reporting requirements.”
10/24/2018
Wealth Enhancement Group Acquires Second Philly Firm
Second Acquisition in Philadelphia Market in Two Months Signals Lightyear Capital-Backed Wealth Management Firm's Strong Commitment to the Region While Adding Significant Scale
10/23/2018
Goldman shifts Marcus digital bank to its wealth unit
The move is aimed at starting new business offerings under the Marcus brand that can be sold to the unit’s expanding roster of clients.
10/23/2018
Goldman moves digital bank to wealth unit
Marcus, which makes personal loans online, will be pitched to the wealth management division's clients
10/23/2018
UBS moves back into battle for rich American
Swiss bank to pursue ‘ultra high net worth’ US clients 9 years after $780m fine
10/23/2018
Julius Baer Is Shutting Down Its Panama and Peru Operations
Closure completes a strategic overhaul of Latam Chief Sanchez
10/22/2018
A Silicon Valley Banking Executive Wanted to Show Off Her Wonderful Life. It Didn't Go Well
No banking executive can be without her daily yoga. And game of tennis.
10/19/2018
Vontobel acquires Lombard Odier business in North America
The move is Vontobel’s first acquisition in the US
10/18/2018
HSBC Partners with Marstone for Digital Client Engagement, Broadening Its Audience and Easing Access to Wealth Management
The partnership begins piloting later this month and is fully integrated with HSBC’s custodian, Pershing, a Bank of New York-Mellon Company.
10/18/2018
Global wealth up 4.6% to US$317 trillion
Credit Suisse Research Institute publishes ninth edition of the Global Wealth Report
10/17/2018
Savant Capital Management recognized as leader by Barron's and Forbes
For the third straight year, American business magazine, Forbes, ranked Brodeski in its list of America's Top Wealth Advisors.
10/17/2018
High-Net-Worth Individuals View Real Estate as a Top Wealth Indicator
The latest report from Luxury Portfolio International®, Luxury Real Estate: What Matters Most To Today's Global Elite, shows continued interest in real estate as a wealth builder and deep emotional investment
10/16/2018
Merrill Lynch Advisors Boost Client Acquisition by 87 Percent
Advisor incentives to acquire new clients are paying off for BofA’s wealth management unit.
10/16/2018
PNC Bank Looks to Boost $59B Wealth Business
PNC Wealth’s growth strategy is largely predicated on partnering with the retail bank to serve individuals with $1 million or more of investable assets.
10/16/2018
Jupiter unveils US long/short fund for recent recruit
The fund will hold between 40 and 60 stocks and will seek to capitalise on US equity market strength, while hedging against periods of difficulty.
10/16/2018
Why Credit Suisse Was Ordered to Pay Ex-Broker Almost $1 Million
Those advisors claim Credit Suisse withheld money owed to them, reports InvestmentNews.
10/15/2018
Family offices are in a talent grab for young impact investors
Family offices with a social impact mission have become magnets for young investment talent
10/15/2018
JPMorgan reports rise in Q3 wealth income
The division’s net revenue for the quarter ended 30 September 2018 was $3.56bn, up 3% from $3.47bn in the corresponding quarter last year.